Skip to content
Disclosery

Syntegra Private Wealth Group, LLC: SCHZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Syntegra Private Wealth Group, LLC on SCHZ, newest first. How the timeline and the estimate are built.

Syntegra Private Wealth Group, LLC held 19,269 SCHZ shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,269 shares
    Change vs previous 13F +3,815 shares

    0.03% of the 13F portfolio, value $425,855.

    13F-HR 0001172661-26-004509 filed by Syntegra Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,454 shares
    Change vs previous 13F +66 shares

    0.03% of the 13F portfolio, value $357,451.

    13F-HR 0001172661-26-002632 filed by Syntegra Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 15,388 shares
    Change vs previous 13F +218 shares

    0.03% of the 13F portfolio, value $357,309.

    13F-HR 0001172661-26-001544 filed by Syntegra Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 15,170 shares
    Change vs previous 13F -426 shares

    0.03% of the 13F portfolio, value $354,523.

    13F-HR 0001172661-26-000592 filed by Syntegra Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 15,596 shares
    Change vs previous 13F -67 shares

    0.03% of the 13F portfolio, value $366,038.

    13F-HR 0001172661-25-004297 filed by Syntegra Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 15,663 shares
    Change vs previous 13F -1,959 shares

    0.04% of the 13F portfolio, value $364,008.

    13F-HR 0001172661-25-002793 filed by Syntegra Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 17,622 shares
    Change vs previous 13F -1,359 shares

    0.05% of the 13F portfolio, value $408,126.

    13F-HR 0001172661-25-001626 filed by Syntegra Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 18,981 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $430,858.

    13F-HR 0001172661-25-000363 filed by Syntegra Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).